This podcast provides insight into our research process behind our recent published work on Danaher's Cytiva bioprocessing business. We explore:

How we approached studying bioprocessing 
Bioprocessing's moats and customer switching costs 
Why Cytiva has enjoyed ~80%+ market share for decades 
Details of hypotheses we built throughout the process
How we sourced executives to interview
How we structured our written research

This podcast provides insight into our research process behind our recent published work on Danaher's Cytiva bioprocessing business. We explore: How we approached studying bioprocessing Bioprocessing's moats and customer switching costs Why Cytiva has enjoyed ~80%+ market share for decades Details of hypotheses we built throughout the process How we sourced executives to interview How we structured our written research

Danaher: Cytiva & Bioprocessing Moats

IP Fieldwork is a podcast hosted by In Practise, an investment research platform for fundamental investors. This podcast is focused on the art of primary research. How can investors have better conversations with industry executives to learn more effectively? How can we check our biases? Ultimately, how can we build conviction and disprove our hypotheses through primary research? Disclaimer: This interviews are for informational purposes only and should not be relied upon as a basis for investment decisions.

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Danaher: Cytiva & Bioprocessing Moats

Danaher: Cytiva & Bioprocessing Moats